インカムゲイン銘柄の積立計画

 こんにちは!積立計画にわくわくする「ひよっこ」です!


インカムゲイン投資法について

 2030年4月に税引き後の配当利回り5%を目指しています。キャピタルゲインは狙っていませんが、いまのところ含み益となっています。年間配当100万円を目指しています。
 インカムゲイン銘柄には3つの区分があり、5%以上の利回りを誇る配当維持を期待する銘柄と、4%以上の利回りで増配を目指す銘柄、3%以上の堅実な増配を期待する銘柄で構成されています。現在は46銘柄ですが、8銘柄が利回り低下のため、2銘柄が取り扱い停止のため、積立停止となっています。


積立計画

 積立計画は増配無し、利回りは現在の保有状況と同じ想定で計画を立てています。積立は計画ですので、随時更新していきます。

銘柄名配当利回り元本Sep-23Oct-23Nov-23Dec-23Jan-24Feb-24Mar-24Apr-24May-24Jun-24Jul-24Aug-24Sep-24Oct-24Nov-24Dec-24Jan-25Feb-25Mar-25Apr-25May-25Jun-25Jul-25Aug-25Sep-25Oct-25Nov-25Dec-25Jan-26Feb-26Mar-26Apr-26May-26Jun-26Jul-26Aug-26Sep-26Oct-26Nov-26Dec-26Jan-27Feb-27Mar-27Apr-27May-27Jun-27Jul-27Aug-27Sep-27Oct-27Nov-27Dec-27Jan-28Feb-28Mar-28Apr-28May-28Jun-28Jul-28Aug-28Sep-28Oct-28Nov-28Dec-28Jan-29Feb-29Mar-29Apr-29May-29Jun-29Jul-29Aug-29Sep-29Oct-29Nov-29Dec-29Jan-30Feb-30Mar-30
三井住友FG40,852円5.22%783,008483,00810,000      10,000     10,000    10,000  10,000   10,000 10,000   10,000 10,000  10,000 10,000   10,00010,00010,000   10,00010,00010,000   10,00010,00010,00010,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  
ソフトバンク53,709円4.75%1,129,604529,60410,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  20,00020,00020,00020,000  20,00020,00020,00020,000  
エクソンモービル27,883円5.58%500,000240,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000
三菱商事12,320円4.91%250,829250,829                                                                              
積水ハウス49,368円4.15%1,190,730400,730    20,00010,000    30,00010,000    30,00010,000    30,00020,000    30,00020,000    40,00020,000    40,00020,000    40,00030,000    40,00030,000    50,00030,000    50,00030,000    50,00030,000    50,00030,000
三菱UFJ29,926円5.54%540,538240,538 10,000     10,000     10,000    10,000  10,000   10,000 10,000   10,000 10,000  10,000 10,000   10,00010,00010,000   10,00010,00010,000   10,00010,00010,00010,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  
りそな9,610円4.00%240,534240,534                                                                              
シェブロン21,772円4.84%450,000190,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000
アルトリア57,231円7.34%780,000260,00020,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  
オリックス25,453円5.65%450,352150,352 10,000      10,000    10,000     10,000 10,000   10,000 10,000   10,000 10,000  10,000 10,000   10,00010,00010,000   10,00010,00010,000   10,00010,00010,00010,000   10,00010,00010,000  10,00010,000 10,000  10,00010,000 10,000  
IBM20,718円4.44%466,560206,560  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000
日本駐車場開発5,460円2.91%187,370187,370                                                                              
ENEOS21,447円4.12%520,332220,332 10,000       10,000   10,000     10,000 10,000   10,000    10,00010,000 10,000   10,00010,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,00010,000   10,00010,00010,000  10,00010,000 10,000  10,00010,000 10,000  
フィリップモリス35,250円4.83%730,000210,00020,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  
アッヴィ19,484円4.53%430,000170,000 10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000 
ダウ・ケミカル34,157円4.68%730,000210,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000
SBI35,824円4.55%787,228187,22810,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  20,00020,00020,00020,000  20,00020,00020,00020,000  
豊田通商3,555円3.48%102,036102,036                                                                              
シスコシステムズ3,682円2.83%130,000130,000                                                                              
3M25,461円3.64%700,000180,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000
ファイザー14,252円3.49%408,322148,322 10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000 
ベライゾン33,049円4.72%700,000180,000 20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000 
キリン20,224円2.62%770,909120,909    10,000     20,00010,000    20,00010,000    30,00010,000    30,00010,000    30,00020,000    30,00020,000    40,00020,000    40,00020,000    40,00020,000    40,00020,000    50,00030,000    50,00030,000
第一生命3,096円3.41%90,80790,807                                                                              
ギリアド・サイエンシズ12,253円3.50%350,00090,00010,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  
日本電信電話2,668円3.40%78,42278,422                                                                              
メイン・ストリート5,085円6.36%80,00080,000                                                                              
エクシオグループ15,020円3.92%383,29683,296   10,000     10,000    10,000    10,000 10,000   10,000    10,00010,000 10,000   10,00010,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,000   10,00010,00010,00010,000  10,000 10,00010,000  10,000 10,00010,000  
エイリス・キャピタル7,320円9.15%80,00080,000                                                                              
東洋インキSCホールディングス30,833円3.77%818,35178,351    20,000     30,00010,000    30,00010,000    30,00020,000    30,00020,000    40,00020,000    40,00020,000    40,00020,000    40,00020,000    40,00030,000    40,00030,000    50,00030,000    50,00030,000
KDDI2,352円3.33%70,72870,728                                                                              
コカ・コーラ8,467円2.57%330,00070,00010,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  10,000  
セイコーエプソン13,455円3.74%360,23060,230      10,000  10,000     10,000   10,000 10,000   10,000    10,00010,000 10,000   10,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,000   10,00010,00010,00010,000   10,00010,00010,000   10,00010,00010,000  
ヒューリック24,325円3.32%733,21173,211    20,000     20,00010,000    20,00010,000    30,00010,000    30,00010,000    30,00020,000    30,00020,000    40,00020,000    40,00020,000    40,00020,000    40,00020,000    50,00030,000    50,00030,000
ウォルグリーン・ブーツ・アライアンス24,380円3.81%640,000120,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000  20,000
三菱HCキャピタル15,434円4.53%340,48640,486      10,000  10,000     10,000   10,000    10,00010,000    10,00010,000 10,000   10,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,00010,000   10,00010,00010,000   10,00010,00010,000  
大和ハウス工業11,249円3.21%350,47550,475      10,000     10,000  10,000   10,000    10,000 10,000   10,00010,000 10,000   10,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,00010,000   10,00010,00010,000   10,00010,00010,000  
安藤・間30,707円4.80%640,02350,02310,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  20,00020,00020,00020,000  20,00020,00020,00020,000  
みずほFG12,913円3.93%328,69238,692      10,000     10,000  10,000   10,000    10,000 10,000   10,000 10,000   10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,000   10,00010,00010,000   10,00010,00010,000   
日東電工832円3.07%27,14427,144                                                                              
ひろぎん13,348円4.30%310,07020,070       10,000    10,000     10,00010,000    10,000 10,000   10,000 10,000   10,00010,000 10,000  10,000 10,00010,000  10,000 10,00010,000  10,00010,000 10,000  10,00010,00010,000   10,00010,00010,000   10,00010,00010,000   
兼松27,925円4.57%610,46220,46210,00010,000 10,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  10,00010,00010,00010,000  20,00020,00020,00020,000  20,00020,00020,00020,000  
コムシス10,231円3.30%310,38820,388       10,000    10,000     10,000 10,000   10,000  10,000  10,000 10,000   10,00010,000 10,000   10,00010,00010,000   10,00010,00010,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,00010,000   10,00010,00010,000   
DCM6,712円2.91%230,91920,919     10,000     10,000     10,000     10,000     10,000     10,000     10,000     20,000     20,000     20,000     20,000     30,000     30,000
東ソー11,404円3.67%310,94020,940       10,000     10,000    10,000 10,000   10,000  10,000   10,00010,000   10,00010,000 10,000   10,00010,00010,000   10,00010,00010,000   10,00010,00010,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  
三井金属鉱業10,704円3.46%309,42519,425       10,000     10,000    10,000 10,000    10,000 10,000   10,00010,000   10,00010,000 10,000   10,00010,00010,000   10,00010,00010,000   10,00010,00010,000  10,00010,000 10,000  10,00010,000 10,000  10,00010,000 10,000  

元本合計:20,762,421円
配当予定額:901,393円(税引き後利回り:4.34%)

 大変見えづらいものになっていますが、このように積み立てて行く予定です。積立スタンスとしては、4%以上の高配当銘柄であるソフトバンクSBI HD安藤・間兼松を主軸に、「利回り3%銘柄」を積み立てています。また、米国株は5%以上の利回りの銘柄を2万円、他は1万円ずつ権利落ちの翌月に積み立てています。ここ最近の日本株の値上がりによって、高配当銘柄がだいぶ少なくなってしまいました。
 配当予定額と利回りが目標に到達していませんが、増配によって到達すると考えています。


一言

 2030年までは5%銘柄に頼りますが、その後は他の銘柄に比重を掛けていこうと思います。
 本記事は以上となります。最後まで読んでくださりありがとうございました!また次回の記事も宜しくお願いします!!!

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